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VanEck Morningstar SMID Moat ETF

100 hedge funds and large institutions have $296M invested in VanEck Morningstar SMID Moat ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

23% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 44

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
100
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$2M
TA
27
TPG Advisors
Illinois
$1.97M
SI
28
Stephens Inc
Arkansas
$1.82M
FFA
29
First Foundation Advisors
California
$1.76M
Stifel Financial
30
Stifel Financial
Missouri
$1.72M
SPIA
31
Steward Partners Investment Advisory
New York
$1.71M
MFS
32
Mattson Financial Services
Michigan
$1.39M
AAS
33
Avantax Advisory Services
Texas
$1.33M
AWA
34
Acorn Wealth Advisors
Michigan
$1.23M
PW
35
Paladin Wealth
Minnesota
$1.15M
BFA
36
Beaumont Financial Advisors
Massachusetts
$1.11M
EWA
37
EP Wealth Advisors
California
$1.02M
SFPG
38
Stonebridge Financial Planning Group
Florida
$997K
PWP
39
Pursue Wealth Partners
California
$947K
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$923K
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$866K
HighTower Advisors
42
HighTower Advisors
Illinois
$861K
FFG
43
First Financial Group
North Carolina
$854K
ATC
44
Argent Trust Co
Tennessee
$827K
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$782K
CFS
46
Coordinated Financial Services
Colorado
$778K
EH
47
Equitable Holdings
New York
$764K
SFS
48
Stiles Financial Services
Minnesota
$708K
CFCI
49
Comprehensive Financial Consultants Institutional
Indiana
$704K
LWA
50
Lowe Wealth Advisors
Maryland
$692K